Fact sheet: Wellington Stg Core Bd Plus

Fund information

Fund name
Wellington Sterling Core Bond Plus S Unhedged
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager(s)
Global Bond Team
since 01/10/2015
Fund objective
The Wellington Sterling Core Bond Plus Fund seeks long-term total returns. The Investment Manager will actively manage the Fund against the Bank of America Merrill Lynch Sterling Broad Market index, seeking to achieve the objective by investing primarily in Sterling fixed income assets with an overlay of best ideas from the global fixed income and currency markets.
Benchmark
ICE BofAML Sterling Broad Market
Investment style
None
Investment method
Fixed Interest

Quick stats

1 Year return

3.39 %

1 Year rank in sector

11/14

Sector

FO Fixed Int - GBP

Yield
-
Fund size

£ 63.5 m

FE Risk score

56

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.56 %1.35 %3.39 %10.03 %24.93 %
Sector0.08 %1.66 %3.6 %10.16 %24.29 %
Rank within sector12 / 149 / 1411 / 146 / 94 / 8
Quartile th4 th3 rd4 th3 rd2 nd

Calendar performance

YTD-20182017201620152014
Fund-0.31 %2.74 %9.79 %0.41 %14.12 %
Sector0.15 %3.23 %8.66 %0.29 %10.4 %
Rank within sector11 / 1312 / 142 / 113 / 92 / 9
Quartile th4 th4 th1 st2 nd1 st

Risk statistics

Alpha-1.47
Beta1.46
Sharpe0.1
Volatility7.52
Tracking error3.47
Information ratio0.06
R-Squared0.87

Price movement

52 week high16.6033
52 week low15.68
Current bid price0
Current offer price0
Current mid price16.3954

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-